See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,781 | $104,974-95.4% | $95,585-95.0% | $142,382-96.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 22.56% | 210.33%-187.8pp | 38.56%-16.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $268 | $2,779-90.4% | $2,527-89.4% | $4,299-93.8% |
| Participant deferral / active EE | $878 | $4,352-79.8% | $4,023-78.2% | $6,507-86.5% |
| Admin fee / account holder | $26 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |